When installing or updating Aatrix, you must be logged into the workstation as a local Windows administrator, launch Financial Edge (FE) as an Administrator, and log into FE with the Supervisor account.
- Before you can print or eFile tax reports, you may be required to update Aatrix forms.
- The instructions below are specific to local installations only. If you are hosted with us, you do not need to install Aatrix.
- If 1099 processing will take place on more than one workstation, each workstation will need to perform the Aatrix update.
Each quarter you must run a mandatory update that loads new forms or changes to existing reports. Follow these steps to update tax reports:
- In Mail > Federal and State Tax Reports > Federal Tax reports, preview any report.
- If you are due to update, a message appears asking to update now. Click Yes to run the update or Exit to run it later.
Note: You cannot run reports until you run the Aatrix update.
- If prompted to launch the Blackbaud Administration Console, select Yes and click 'Install Aatrix'.
- The Aatrix Update Client screen appears while the program downloads to files to update. When this is complete, the Aatrix Update Client - File Selection screen appears listing all the forms that are new or have updates.
- Select the forms to update and click Next.
- When the process is complete, click Close.
For more information, refer to the Mail Guide (PDF).